Is there a way to use a specific Advanced PDF temp...
# general
j
Is there a way to use a specific Advanced PDF template in an email initiated from a workflow? We don't want to use this PDF template as the default. It is only used when an email is sent via a certain workflow. I have tried changing the form to a form with that PDF saved to it in the workflow before sending the email, but it is not sending he correct PDF template.
m
Hi @Jessica Bickis If you are familiar with SuiteScript you could use a User Event script to email with a specific PDF template....or use a scriptable template.
However, if you'd like to use a workflow to do this it is still possible. Here is a blog post on how you can use some of our tools to accomplish this quite easily. https://www.mgbcpro.com/blogs/post/email_custom_statement
j
Thank you! This is helpful - I forgot I set something like up for a different record.